Discovering Dan Kellermeyer was pretty much a game-changer for The Art of Finance. Dan and New Heights Solutions bring the financial savvy you’d expect from a CFP, but without the requirement of a full-time hire. They’ve always been extremely quick, thorough, and flexible. And knowing that they can customize their service to my firm’s approach, style, and language has been amazing. They’re a powerful hack for the small-but-growing RIA!
A Game-Changer
